China take the lead for the silicon metal capacity in the world

Global metal silicon capacity mainly located in China and Brazil. While China accounts for more than 70% of the world's total metal silicon exports, China is a major producer of silicon metal, foreign enterprises are mainly distributed high-end organic silicon deep processing products, by the end of 2020 China's organic silicon DMC (important organic silicon monomer) production capacity is about 1.69 million tons.

The whole development analysis

-- Market size: about 21.3 billion RMB in 2020

It is an inevitable trend for the global economy to transition to lowcarbon and renewable energy. It is expected that driven by photovoltaic new energy vehicles and other industries, industrial silicon demand is expected to grow by 8% in the next two years. However, industrial silicon production capacity expansion is strictly controlled by policies, and the industry is expected to usher in an economic reversal.

Industrial silicon: not only applied in traditional fields, but also in emerging industries

Silicon industry is an important part of China's non-ferrous metal industry and has been widely concerned at home and abroad in recent years. Industrial silicon, as the basic raw materials of silicon, aluminum and silicon base alloy, organic silicon and polysilicon, its downstream application has penetrated into the national defense industry, information industry, new energy and other related industries, and has a special position in China's economic and social development.

--Downstream status: Photovoltaic power generation and new energy vehicles are the best way to achieve "carbon neutrality"

Industrial silicon is widely used downstream. Under the trend of "carbon neutral", photovoltaic power generation and new energy vehicles are the best way to achieve "carbon neutral"; Polysilicon (monocrystalline silicon) is mainly used in photovoltaic industry and semiconductor industry, and alloy silicon is mainly used in automobile manufacturing industry; Silicone is being used in traditional industries (medical devices, electronics) as well as emerging industries such as 5G base stations.

Silicon metal prospect predict

According to the development driving factors of China's industrial silicon industry, it is predicted that industrial silicon demand will increase by about 10% in 2021-2022. By 2026, the market size of China's industrial silicon industry will be about 35.1 billion yuan.